Filed September 20, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,672 | $95,416-73.1% | $185,823-86.2% | $85,850-70.1% |
| Participation rate | 80.9% | 68.8%+12.1pp | 81.7%-0.8pp | 69.3%+11.6pp |
| Annual return | 21.82% | 23.59%-1.8pp | 122.05%-100.2pp | 318.53%-296.7pp |
| Employer contribution / active EE | $1,265 | $3,314-61.8% | $5,167-75.5% | $2,565-50.7% |
| Participant deferral / active EE | $1,934 | $3,423-43.5% | $5,568-65.3% | $3,952-51.1% |
| Admin fee / account holder | $3,433 | $7,213-52.4% | $16,237-78.9% | $6,260-45.2% |